Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Estate Planning, Risk Management Strategies, College Funding Strategies, Business Owners
Chris believes that achieving financial success does not always simplify life. In fact, affluence may increase the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection, and ultimate distribution.
Chris has found that we are often exposed to generalized advice, which isn’t always appropriate for the individual. He believes the ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning strategies, asset allocation, risk management, insurance, retirement planning, and estate planning.
Chris and his team help provide that solution is an independent, objective, and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, and business owners, Chris provides insight and strategic solutions to help his clients achieve their financial goals. For corporate clients, Chris and the team advise them on benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.
Chris graduated from the University of Delaware with a Bachelor of Arts in Mathematics in 2006. While attending the University, he played varsity basketball for the Fighting Blue Hens. Upon graduation, Chris launched his financial services career and soon thereafter became involved in leadership, recruiting, and mentoring new associates. In 2008, Chris became a Managing Associate and was promoted to Vice President in 2011. In 2016, Chris assumed the role of Senior Managing Director.
Chris supports his industry as a member of NAIFA (National Association of Insurance and Financial Advisors) and supports his community through active involvement with his Church, University of Delaware, and Delaware Futures. Chris and his wife, Kristen, have three children, Stella, Luca, and Elise.
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University of Delaware (2002-2006)